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Introducing ProvableWorldModel: the first provable JEPA world model. A real pretrained world model runs, and anyone can verify, on a laptop CPU, or on a mobile phone, that the committed model ran exactly as claimed, in milliseconds. The whole industry spent this week asking one question about Anthropic's Fable...

15,377 次观看 • 4 个月前 •via X (Twitter)

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Fusion Models by robinhood:0xa92768863a55d8a0591709f7f5e594a249d36ea3, explained properly. Why a panel beats one model: Ask three models the same hard question and they disagree. The disagreement is the information, where they contradict each other is where one of them is wrong, and a judge can see it. OpenRouter shipped exactly this in June and their panels beat any single frontier model. Credit to them and their $10B sale to stripe. Why the same panel for everyone is the wrong shape: You don't have one best model. You have a best model per job. The one you trust for code is not the one you trust for writing, and neither is the one you'd pick for a five-line reply. A panel chosen per request, identical for every user, can't know that. A panel arranged around you can. The number that matters isn't price: It's cost per answer that works. Model A costs $4 per million tokens and gets your job right one time in four. Model B costs $10 and gets it right three times in four. Per answer you actually keep, A costs $16 and B costs $13. The cheap model was the expensive one. Everyone comparing price lists is measuring the wrong thing. You never rate anything: Stopping an answer halfway is a rating. Regenerating is a rating. Switching model and asking again is the loudest rating there is. Every one of those already writes a row we can learn from. The router learns which models earn your credits, per job, and tries a cheaper one now and then to check. Fusion only when it pays: Cost mode tries the cheap model first and escalates only if a judge says it failed. Performance mode fans out to your panel and merges. Most simple prompts never fuse. That's why it costs less, not more. Put it together and you have a personal model: Not trained. Assembled. Your profile from a two-minute questionnaire and everything you've imported from Claude or ChatGPT. Your memory, shared across every model so switching never starts from zero. Your skills, workflows you build once and run on any model. Your scorecard, which models earn your credits per job. One per person. Nobody else has yours. Every model is someone else's; the arrangement is you, and it leaves with you. People aren't loyal to models. They're loyal to results. A moat can't be a commodity, but it can be our own creation.

askr

13,900 次观看 • 1 个月前

I am stocked to announce that I won the OpenAI Developers Codex x Mollie Hacka Worldwide Hackathon in Paris. 60+ builders, every one of us working solo, one day to ship. I built mine around a single question: who gets to own intelligence? The default answer is scary. You hand your data to a handful of labs, they train the model, they own it, and you rent back a thin slice of what your own data made possible. That is the bargain on the table today. I do not accept it. So I built Lensemble: a Tapestry like distributed training platform for JEPA based World Models. What does it enable: World Models that a community improves together, keeps sovereign, and co-owns. Two bets sit underneath it. First, the paradigm. Language models predict the next token. Powerful for text, a dead end for the physical world. A robot does not need to autocomplete sentences, it needs to predict what happens next in the world. That is what JEPA does: it learns by predicting representations instead of pixels or tokens. I am convinced world models are the most underrated paradigm in AI right now, and the closest thing we have to a ChatGPT moment for robotics. Second, the politics. Your raw trajectories never leave your machine. Each participant trains locally against a shared protocol and ships only an update, never the data. A federated round folds those updates into one shared world model, a LeWorldModel based model, and the gain is measured, not claimed: a 12k-parameter adapter on a frozen backbone, held-out prediction error down about 12 percent, the model measurably less surprised by the world. Then the upside is split by contribution weight, so the people who improved the model own a share of what it earns. This is the thesis behind Project Tapestry, the AI Alliance and Yann LeCun's push for federated, sovereign frontier AI, carried into world models and robotics. Call it Tapestry for the physical world. All of it built solo, in a single day, with Codex as my pair the whole way. Thank you to OpenAI Codex and Mollie for backing builders who ship real things, and to Boris and the organizing crew for the room and the standard you set. Intelligence the world improves, and the world owns. That is the future I want for my kids, and the one I will keep building.

abdel

20,257 次观看 • 4 个月前

Sam Altman just handed every startup founder a one-question autopsy. Altman: “If you’re building something on GPT-4 that a reasonable observer would say we’re going to steamroll you.” Not might. Not could. Going to. He said it with the calm of someone describing weather. Because to him it is weather. The model improves. Whatever was built on the old version’s weaknesses gets washed away. That is not strategy. That is erosion. And most founders are building on the erosion line. They find a gap in the current model. They wrap a product around it. They raise money. They hire. They scale. Then OpenAI releases the next version and the gap closes and the product has no reason to exist anymore. Altman: “When we just do our fundamental job, which is make the model better with every crank, then you get the ‘OpenAI killed my startup’ meme.” He is telling you directly. They are not hunting you. They are not even thinking about you. They are just improving the model. You happen to be standing where the improvement lands. That is the part founders refuse to hear. OpenAI does not need to compete with you. It just needs to keep doing exactly what it was already doing and your entire company disappears as a side effect. You are not a competitor. You are a temporary symptom of incomplete intelligence. The moment the intelligence completes you become nothing. Then Brad Lightcap delivered the cleanest diagnostic ever spoken in venture capital. Lightcap: “Ask if a 100x improvement in the model is something they’re excited about.” One question. The entire investment thesis reduced to a single binary. Does the next model make your company more powerful or does it make your company pointless. There is no middle ground. Lightcap: “We know the companies that come to us saying, ‘We want the next model. When is it coming out? I want to be the first to try it.’” These companies built something that feeds on intelligence. The smarter the model gets the more their product can do. They are not threatened by progress. They are starving for it. Then there are the companies Lightcap never hears from. The ones who go quiet when a new model drops. The ones who read the release notes like a death sentence. The ones privately praying the next generation takes longer because every improvement shrinks the ground beneath them. If you are hoping the model stays roughly where it is you have already told the market everything it needs to know about your company. You are not building on intelligence. You are building on the absence of it. Altman: “95% of the world should be betting on the latter category.” The latter category is simple. Assume the model keeps getting better at the pace it has been getting better. Build for that world. Not the world where GPT-4 is the ceiling. The world where GPT-4 is the floor and the ceiling has not been built yet. Then Altman told a story that should be framed on the wall of every startup in the country. A medical AI company came to him that morning. They were not complaining about the model. They were not worried about being replaced. They were demanding it improve faster. Altman: “Here’s how many people are dying every day you delay.” That is what alignment with the trajectory looks like. A company so deeply built on intelligence improving that every day the model stays the same is a day someone dies who did not have to. They are not building on a flaw. They are building on a future that has not arrived fast enough. That is the difference. The wrapper startup patches what the model cannot do today. The real company builds what the model will unlock tomorrow. One is running from the train. The other is laying the track. Altman told you the train is not slowing down. Lightcap told you exactly how to know which side you are on. One question. Does a 100x smarter model make you more valuable or erase you. If you had to pause before answering you already did.

Dustin

39,652 次观看 • 6 个月前

We are glad to announce that we have full STARK compatibility between Stone and Lambdaworks Starknet Platinum Prover. We’re working on adding the CairoVM constraints, the builtins and layouts. You can generate a proof with Lambda Stark Platinum and verify it with Stone following the instructions here: The 3 main objectives to achieve against the alternatives are: 1. the prover and verifier should be easy to run. one command to prove any cairo code. the prover internally calls the vm first to generate the trace, the user shouldn’t do anything but run one command. one command to verify it locally with the stone verifier. we will also add a command to verify it with the l1 contract in ethereum mainnet or testnets. compatibility and support of all the builtins are being worked on. we will be updating the community in the upcoming weeks. for us it’s very important that anybody can test and play with our code. 2. performance. we are already 10 times faster than the stone prover. we believe we can be almost another order of magnitude faster. 3. code architecture and organization should be top notch. the codebase is pretty small on purpose. we are documenting everything we are doing. we are leveraging all the work done in lambdaworks for multiple other provers. this let us easily iterate, play and change any part of the prover. we can test and propose new ideas thanks to this. from our point or view this is crucial and a big improvement over what exists. we have multiple ideas on how to change the protocol. And here's a demo! Don't trust, verify.

Fede’s intern

16,714 次观看 • 3 年前

Eric Schmidt was asked a technical question about open source and answered with the map of the next fifty years. The winner won’t be the smartest model. It’ll be the one four billion people never had to choose. Schmidt: “China is competing with open weights and open training data, and the US is largely and majority focused on closed weights, closed data.” That isn’t a product decision. It’s a distribution decision. And distribution has beaten quality in every contest that ever mattered. Schmidt: “The majority of the world, think of it as the Belt and Road initiative, are going to use Chinese models and not American models.” The first Belt and Road was ports, rail, and highways. This one doesn’t get poured. It gets downloaded. Every piece of infrastructure ever built was indifferent to what moved across it. A road doesn’t tell you where to go. A model does. Schmidt: “The American models are typically using 16-bit precision for their training. The Chinese are pushing 8 and now even 4.” Every bit they drop is a cheaper device that can run it. We cut off their chips to slow them down. Scarcity made their models small. Small is what crosses a border. We designed their advantage. Not better. Present. America is building the best model on earth and metering it. China is building one that’s good enough and giving it away. A model isn’t software. It’s a compressed set of judgments about what’s true, what’s askable, and what a reasonable answer sounds like. Install that as a country’s default and you haven’t sold them a tool. You’ve set the limits of what occurs to them. That isn’t censorship. Censorship leaves a mark. A question that never occurs to you doesn’t feel like a restriction. It feels like the edge of the world. Every empire before this one had to teach the world its language first. Missionaries, schoolteachers, garrisons, printing presses. Every one of them ran through a human being who could hesitate, doubt, or be talked out of it. AI arrives already speaking yours. It doesn’t ask you to change. It changes you in your own voice. The first ideology in history that doesn’t need believers. It only needs to be installed. Schmidt: “I’d much rather have the proliferation of large language models and that learning be done based on Western values.” He’s right, and we’re playing it backwards. We treat openness like a giveaway, as if the weights were the crown jewels. Openness is the one advantage an authoritarian can’t copy. An open model can be read, probed, and torn apart by anyone who doubts it. A system that has to control the answer can never afford to publish the reasoning. China opens its weights to spread them. America could open its weights to be trusted. Only one of those compounds. A closed American model wins the benchmark. An open American model wins the default. Centuries get built out of defaults. Schmidt: “We also have to watch to make sure that the proliferation of these models for handheld devices is under American control.” That’s the ground. Not data centers. Not cloud contracts. Pockets. The frontier race has five contenders and the whole world watching. This one has no audience at all. It plays out on hardware too cheap to run an American model, and goes to whoever bothered to show up. We keep asking who reaches AGI first. The question that settles the century is smaller and much harder to take back. Four billion people are going to ask a machine what happened in their own country. Whose answer do they get? Nobody votes on that. It’s decided by whatever was already installed. America has the best AI ever built. The only way to lose this era is to keep it.

Dustin

12,094 次观看 • 3 个月前

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.

Vikram M

21,463 次观看 • 3 个月前